FB

Fulton Bank Portfolio holdings

AUM $2.71B
1-Year Est. Return 9.82%
This Quarter Est. Return
1 Year Est. Return
+9.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$852M
AUM Growth
+$49.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$4.01M
2
+$2.06M
3
+$1.06M
4
VTR icon
Ventas
VTR
+$881K
5
MTB icon
M&T Bank
MTB
+$670K

Top Sells

1
+$1.16M
2
+$590K
3
+$513K
4
XOM icon
Exxon Mobil
XOM
+$513K
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$505K

Sector Composition

1 Healthcare 6.71%
2 Technology 6.53%
3 Energy 5.65%
4 Consumer Staples 5.27%
5 Industrials 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.51M 0.18%
9,555
-40
77
$1.48M 0.17%
24,263
+287
78
$1.45M 0.17%
12,731
-1,436
79
$1.45M 0.17%
12,045
-482
80
$1.38M 0.16%
41,892
-2,107
81
$1.34M 0.16%
31,443
-8,352
82
$1.32M 0.16%
9,961
+353
83
$1.31M 0.15%
21,800
+111
84
$1.31M 0.15%
56,542
+964
85
$1.3M 0.15%
27,117
-1,025
86
$1.27M 0.15%
30,880
-8,052
87
$1.26M 0.15%
31,026
-1,948
88
$1.25M 0.15%
13,931
+228
89
$1.2M 0.14%
16,172
-1,062
90
$1.16M 0.14%
1,149
+10
91
$1.16M 0.14%
31,055
+2,014
92
$1.15M 0.13%
21,500
-100
93
$1.14M 0.13%
22,613
-3,235
94
$1.14M 0.13%
77,936
-880
95
$1.1M 0.13%
17,287
-1,240
96
$1.07M 0.13%
13,818
-72
97
$1.06M 0.12%
+27,583
98
$1.06M 0.12%
24,424
+125
99
$1.04M 0.12%
51,864
-104
100
$1.04M 0.12%
29,073
+370
2 3
4
5 6